Your Journey Starts Here:
Santander is a global leader and innovator in the financial services industry. We believe that our employees are our greatest asset. Our focus is on fostering an enriching journey that empowers you to explore diverse career opportunities while nurturing your personal growth. We are committed to creating an environment where continuous learning and development are prioritized, enabling you to thrive both professionally and personally. Here, you will find ample opportunities to connect and collaborate with talented colleagues from around the world, sharing insights and driving innovation together. Join us at Santander, where you are supported by a culture of engagement and a commitment to your success.
An exciting journey awaits, if you are interested in exploring the possibilities We Want to Talk to You!
Position Summary:
The Investment Advisor provides bankers investment support namely strategic and tactical asset allocation advice and security selection (fixed income, equities, structured notes, mutual funds and discretionary managed portfolios) Works independently with the bankers in their environment implementing an investment culture while assisting them achieve their commercial goals. The Investment Advisor will work within the SAS team which in total covers approximately 30 Premier bankers (about 3,000 clients with $3 billion) plus the custody accounts in Private Banking.
The Investment Advisor reports to the SAS Sr. Manager
Position Duties / Responsibilities:
• Analyze investment portfolios, identifying risks and opportunities. Based on the client’s investment profile the Investment Advisor will identify risks such as concentrations in a security, sector, and industry or asset class and make the appropriate recommendation. Based on client’s preferences, IA will make the appropriate security selection.
• Manage the Investment process and to identify investment opportunities, in conjunction with the Banker Coordinators/Team Leaders. Drive the strategic investment initiatives through the Opportunities Process.
• Provide assistance to the banker in the commercialization of sophisticated products and investment proposals (structured notes, PE, Hedge Funds) to final clients.
• Provide leadership as it relates to communicating and implementing the Bank’s investment strategy, promoting an investment culture in his or hers area of influence.
• Participate in investment forums to provide market ideas.
Other duties as assigned or requested by immediate supervisor
Specialized Knowledge
• Knowledge of financial markets
• Modern Portfolio Theory (Asset Allocation)
• Strong commercial (internal sale) skills
Education:
Bachelor’s degree required or equivalent experience
Business Experience:
5-7 years of relevant experience or demonstrated required level of proficiency
Technical Knowledge:
Computer and Bloomberg skills
Self-starter, Ability to work independently, Ability to properly prioritize and manage time, Strong work ethics, Team player
Excellent communication skills and interpersonal skills
Ability to win people over and Subject matter credibility
Licenses / Certifications:
CFA a plus
Languages:
Portuguese, Spanish, English
What Else You Need To Know:
The base pay range for this position is posted below and represents the annualized salary range. For hourly positions (non-exempt), the annual range is based on a 40-hour work week. The exact compensation may vary based on skills, experience, training, licensure and certifications and location.
Minimum:
Maximum:
Link to Santander Benefits:
Santander Benefits - 2025 Santander OnGoing/NH eGuide (foleon.com)
Risk Culture:
We embrace a strong risk culture and all of our professionals at all levels are expected to take a proactive and responsible approach toward risk management.
EEO Statement:
At Santander, we value and respect differences in our workforce. We actively encourage everyone to apply. Santander is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, genetics, disability, age, veteran status or any other characteristic protected by law.
Working Conditions:
Frequent minimal physical effort such as sitting, standing and walking is required for this role. Depending on location, occasional moving and lifting light equipment and/or furniture may be required.
Employer Rights:
This job description does not list all of the job duties of the job. You may be asked by your supervisors or managers to perform other duties. You may be evaluated in part based upon your performance of the tasks listed in this job description. The employer has the right to revise this job description at any time. This job description is not a contract for employment and either you or the employer may terminate your employment at any time for any reason.
What To Do Next:
If this sounds like a role you are interested in, then please apply.
We are committed to providing an inclusive and accessible application process for all candidates. If you require any assistance or accommodation due to a disability or any other reason, please contact us at TAOps@santander.us to discuss your needs.